Dustin is a Financial Advisor and Portfolio Manager at Morgan Stanley with over 18 years of experience in the investment industry. He joined the firm in 2014. Dustin is a Board CERTIFIED FINANCIAL PLANNER and has a Family Wealth Advisor designation. He focuses on comprehensive wealth planning to build meaningful, multi-generational relationships with clients and their entire families. He helps clients invest using both traditional and alternative strategies with careful attention to tax efficiency, charitable giving strategies and liquidity needs. Prior to joining Morgan Stanley in January 2014, Dustin served as Portfolio Manager for a family office in New York City. He was responsible for the firms investment process, including idea generation, manager due diligence, cash management, and portfolio construction. Dustin graduated with a Bachelor of Science in Finance from the University of Colorado. Dustin and his wife, Lauren, live in Wayzata with their two sons. - CERTIFIED FINANCIAL PLANNER - Series 7 and 66 licenses - NMLS # 1692174